Apple’s ‘Show Me the Money’ Moment: Pro

What do Apple and the iconic Tom Cruise movie have in common? Brian Marshall, ISI Group, weighs in.

Apple's to-do list includes returning more cash to shareholders, introducing a five-inch screen and creating a low-cost phone, Brian Marshall of ISI Group said Wednesday.

However, there's no telling when Apple might increase its dividend.

"If you were to have asked me the same question 30 days ago, I would've said a month," he said. "I'm not sure what the roadblocks are. I don't think there are any."

On CNBC's "Fast Money," Marshall said that Apple also needed to introduce a larger iPhone display to compete with features from competitors such as Google and Samsung.

"When we were at Mobile World Congress in Barcelona a couple of months ago, every major high-end smartphone was a five-inch phone," he said. "I think people feel that four inches is now too small, and most people are migrating to five inches."

Apple, Marshall added, would have to act quickly.

"I think they have to migrate to the five-inch screen this summer," he said. "I don't think anybody else thinks that's going to happen. If that's going to happen, we have to hear about it from the supply chain within the next 30 days."

If it doesn't happen, Apple stands to lose market share, said Marshall, who has a $600 price target on Apple shares along with a "buy" rating.

Anything should of a completely new iPhone would be seen as a "disappointment," he added.

Trader disclosure: On April 3, 2013, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Enis Taner is long BIDU CALL SPREAD; Enis Taner is long TSLA CALL SPREAD; Enis Taner is long FXE PUTS; Enis Taner is long MSFT PUTS; Enis Taner is long XLF PUTS; Enis Taner is long GS; Enis Taner is long GS PUT SPREAD; Enis Taner is short YHOO call spread; Pete Najarian is long AAPL; Pete Najarian is long JPM CALLS; Pete Najarian is long BBRY; Pete Najarian is long SBUX; Pete Najarian is long MSFT; Pete Najarian is long AMZN CALLS; Steve Weiss is long BAC; Steve Weiss is long C; Steve Weiss is long AIG; Steve Weiss is short AKS; Steve Weiss is short BHP; Steve Weiss is short VALE; Steve Weiss is short RIO; Joe Terranova is long VRTS; Joe Terranova is long SJM; Joe Terranova is long AXP; Joe Terranova is long KORS; Joe Terranova is long GS; Joe Terranova is long SWN.